STERLING CAP SHRT DUR BD-INS (BBSGX) Institutional Ownership Changes & 13F Activity
STERLING CAP SHRT DUR BD-INS (BBSGX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ae Wealth Management Llc, Atlanta Consulting Group Advisors, Llc, Truist Financial Corp, Jane Street Group, Llc, and Lloyd Advisory Services, Llc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +2,043 | +3.1% | 67,356 | $1.68M | Q2 2026 | Sep 23, 2026 |
| Atlanta Consulting Group Advisors, Llc | Buy | +39,021 | — | 39,021 | $974.75K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +645 | — | 645 | $16.11K | Q2 2026 | Aug 13, 2026 |
| Tounjian Advisory Partners, Llc | Buy | +913 | — | 913 | $22.81K | Q2 2026 | Aug 07, 2026 |
| Kingdom Financial Group Llc. | Buy | +39 | +0.4% | 8,900 | $222.33K | Q2 2026 | Aug 07, 2026 |
| Truist Financial Corp | Sell | -29,980 | -7.0% | 399,701 | $9.98M | Q2 2026 | Jul 28, 2026 |
| Sterling Capital Management Llc | Buy | +14 | — | 14 | $350.00 | Q2 2026 | Jul 28, 2026 |
| B.O.S.S. Retirement Advisors, Llc | Sell | -1,490 | -8.6% | 15,756 | $393.57K | Q2 2026 | Jul 20, 2026 |
| Strategic Investment Management, Llc | Buy | +256 | — | 256 | $6.39K | Q2 2026 | Jul 20, 2026 |
| Ae Wealth Management Llc | Sell | -258,611 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Lloyd Advisory Services, Llc. | Sell | -8,861 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Jane Street Group, Llc | Sell | -11,247 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Ascentis Independent Advisors | Sell | -561 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 28, 2026 |
Frequently asked questions about BBSGX activity
Which institutional owners are buying BBSGX?
Institutional owners buying BBSGX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BBSGX activity?
"Buy" means an investor increased their reported position in BBSGX compared to the prior reporting period. This reflects growing exposure to STERLING CAP SHRT DUR BD-INS (BBSGX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BBSGX increasing?
Institutional interest in BBSGX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.